Resources
Answers, guides, and everything in between
Start with the frequently asked questions below. Written guides and walkthroughs are on the way — for now, our team is happy to answer anything directly.
Guides & walkthroughs — coming soon
We're putting together step-by-step guides for setting up your clinic, running a dental chart, and handling billing. In the meantime, book a demo and we'll walk you through it live.
General
DentalFinity is a complete digital platform for managing a dental practice — patient management,
appointments, dental charting, treatment planning, digital prescriptions, billing, inventory,
reports, and a dedicated Patient Portal, all in one connected system.
Dental clinics of any size — from a single-doctor practice to multi-branch operations — looking to
move off paper records and disconnected spreadsheets into one system.
Book a free demo through our contact page.
We'll walk through your clinic's needs, show you the product, and set up a plan and pricing that fits.
Clinic & Staff
Yes. A clinic can add multiple doctors, each with their own schedule, treatments, and prescriptions
tracked separately.
Yes, at the platform level — DentalFinity can host multiple clinics, each fully isolated with its
own patients, staff, and data. A single clinic account is scoped to that one clinic; centralized
oversight across clinics is a platform-level capability.
Yes. Clinic owners can add doctors and staff and control what each role can view, create, edit, or
delete across the system's modules.
Clinical Features
Yes — a visual, tooth-by-tooth dental chart where staff record treatments and clinical notes
against specific teeth.
Yes. Procedures are recorded against the dental chart with pricing from your clinic's treatment
list, building a running treatment history and cost per patient.
Yes — structured prescriptions with diagnosis, medicines, dosage, and instructions, versioned when
edited and available to print or view in the Patient Portal.
Billing, Inventory & Reports
Yes. Invoices are generated per patient with an itemized payment ledger, so outstanding balances
stay accurate as payments are added.
Yes — stock levels, purchase orders, suppliers, and low-stock alerts, with used-vs-sold quantity
tracking.
Yes. Clinic-level finance reports cover revenue, and are available as CSV or PDF exports.
Financial reports can be exported as CSV or PDF. Ask us during your demo about export options for
the specific reports your clinic relies on.
Patient Portal
Yes. Patients get their own secure login to a dedicated portal, separate from the staff application.
Yes — patients can see upcoming and past appointments, and cancel an upcoming appointment if needed.
Yes, including the ability to download or print them.
Yes — patients can view their invoices and payment history through the Portal.
Still have questions?
Book a demo and ask us directly — we'll answer with your clinic's actual setup in mind.